Tax Time Resources
This time of year, supporting our Savers on their financial wellness journey means ensuring they have the guidance and support necessary during tax season.
This time of year, supporting our Savers on their financial journey means ensuring they have the guidance and support necessary this time of year. With changes in employment status, family size, moving, and other big life changes – questions are always a normal part of the process. That’s why we want to make sure our Savers have the information they need to navigate their tax time experience confidently and smoothly.
From preparing to file and accessing tax prep help, to understanding the best ways to put those refund dollars to work, this Partner Resource Packet is filled with resources, tools, and guidance to help our Savers make the most of this tax season!
We encourage you to share the following resources, social media posts, and graphics with your customers, members, constituents, and audience.
AMERICA SAVES RESOURCES
General Resources:
- 7 Steps to Jumpstart Your Savings Journey
- Expecting a Lump-Sum of Cash? Consider This Simple Savings Strategy
- Saving For Your Past, Present, and Future: The 30-40-30 Rule
- #ThinkLikeASaver Town Hall – Save for the Unexpected with your Tax Refund
- Words of Advice: Use VITA
Youth-Focused Resources:
Employer-Focused Resources:
Veteran-Focused Resources:
Partner Organization Resources & Highlights:
General Resources:
- Free Tax Help with IRS VITA
- CFPB Tips for Using Your Tax Refund to Build Your Savings!
- Tax Time Guidance for Gig Workers
Employer-Focused Resources:
Youth-Focused Resources:
- What The FICA? | Social Security Administration
- What is Social Security? | Social Security Administration
- Becoming Familiar With Taxes | CFPB
- Understanding Jobs, Teens, & Taxes | CFPB
Veteran-Focused Resources:
Social Media Conversation Starters
POST A:
With an incoming tax refund on the horizon, it’s a great time to make a plan to put that money to work! Whether it’s building an emergency savings fund or creating a debt reduction plan, the 7 Steps to Jumpstart Your Savings Journey resource by @AmericaSaves is an excellent guide to use as you encourage your community to embrace financial wellness this tax season.
POST B:
Tax Time Tip! The fastest way to receive your tax refund is to file electronically! Not sure what to do with your windfall? Check out this advice from @AmericaSaves!
POST C:
The @AmericaSaves approach to handling a windfall is a simple and easy way to manage what you spend and save and can help you do the best you can when you have additional funds available. This plan is known as the 30/40/30 Rule!
POST D:
Did you know that VITA sites offer free tax prep help to qualifying taxpayers? To learn more and find out if you qualify, visit https://bit.ly/3qUL492. Thanks for the reminder, @AmericaSaves!
